Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Word 2013
Workbook
Edition 1
July 2014
Document Reference: 3807-2014
Contents
1. Introduction
University regulations ...................................................................................................... 1
Planning your document .................................................................................................. 1
Using the framework document ....................................................................................... 2
Backing up your work ...................................................................................................... 2
Submitting your finished document.................................................................................. 2
4. Adding content
Using tables .................................................................................................................. 21
Formatting and structuring your table........................................................................ 21
Inserting data from Excel .......................................................................................... 21
Task 4.1 Creating a linked table ............................................................................ 23
Task 4.2 Breaking links ......................................................................................... 25
Working with images ..................................................................................................... 26
Editing images .......................................................................................................... 26
Placing images: inline versus floating ....................................................................... 26
Task 4.3 Positioning an image .............................................................................. 27
Creating captions .......................................................................................................... 29
Task 4.4 Inserting captions ................................................................................... 30
Task 4.5 Editing caption numbering ...................................................................... 32
Creating references ....................................................................................................... 33
Using footnotes ......................................................................................................... 33
Using endnotes ......................................................................................................... 33
1. Introduction
This workbook covers the process of creating a thesis using Microsoft Word 2013. It
looks at standards and regulations, planning, and the features in Word you need to use
to create a long, complex document.
University regulations
The University publishes regulations that govern the assessment of a thesis. You will find
the regulations at:
http://www.ed.ac.uk/schools-departments/academic-services/policiesregulations/regulations/assessment
There are also regulatory standards covering the format and binding of a thesis. Click on
the link Thesis Binding at:
http://www.ed.ac.uk/schools-departments/academic-services/policiesregulations/guidance
There may be additional department or school-specific regulations for layout and
formatting check before you start.
1 Introduction
1 Introduction
Draft
button
Paragraph marks
Line breaks
Tabs
Pagination breaks
You can also choose a setting from the Zoom group on the View tab:
Note: If you have changed the zoom setting, and then saved the
document, it will always open in that setting.
Ease of modification modify the style and all the text formatted with the style
changes
Access to time-saving features you can use Words powerful automatic functions,
such as tables of contents, navigation pane, heading numbering and crossreferences
Style types
Word includes a range of built-in styles. There are two main types:
Paragraph
Character
Applied to selected text. This style includes font formatting only, for
example, italic, bold or underline. Word indicates character styles with
the symbol .
Task 3.1
Word displays the most commonly used styles in the Styles gallery on the Home tab.
This is a fast way to apply
styles to your text as you
work.
Try this
1.
Click on the File tab, and Open, then click Computer and Browse.
2.
In My Documents, navigate to the folder Thesis 2013 Practice files and open
the document thesis_1.docx.
Navigate to page 6.
4.
Click anywhere in the first paragraph Spatial ability introduction and literature
review (dont select any text).
Note that a paragraph can be any length multiple lines, a single line or even a single
word.
5.
Scroll down to the paragraph beginning However, Linn and Petersons and
select the text Linn and Petersons.
7.
This is a character style that applies specific attributes to selected text only.
Task 3.2
You can apply styles as you work using the Styles gallery. However, to see everything
thats available, you will need to use the Styles pane.
Buttons at the bottom of the pane allow you to create new styles,
inspect the formatting of a style and manage your styles.
You can change which styles you see in the pane through
Options. From the Style Pane Options dialog box, you can
choose from:
Recommended Words predefined list of styles.
In use
In current
document
All styles
Try this
1.
With the document Thesis_1.docx open, click on the dialog box launcher
Styles group on the Home tab to display the Styles pane.
2.
Click in Show Preview at the bottom of the Styles pane to select it.
in the
4.
In the Style Pane Options dialog box, click on the down arrow at Select styles to
show, select All styles and click OK.
5.
Scroll through the Styles pane and examine the range of styles available.
6.
7.
In Select how built-in style names are shown, make sure that Show next
heading when previous level is used is ticked and click OK.
9.
10.
Move your cursor to the Heading 2 style in the Styles pane and click on the style
name to apply it to the text.
Click in the paragraph What is spatial ability? and apply the Heading 3 style from
the Styles pane.
12.
Click in the paragraph Spatial ability tests and apply the Heading 4 style.
Task 3.3
Modifying a style
If dont like how a style looks when its applied, or it doesnt match the formatting
specifications you have to use, you can make changes through the Modify Style dialog
box. All the text formatted with the style is updated automatically.
You can make basic changes in the
Formatting section.
To access the full range of formatting options
use the Format button at the bottom.
Try this
13.
On page 6, click anywhere in the top heading Spatial ability introduction and
literature review.
14.
Move your cursor to Heading 1 in the Styles pane and click on the down arrow
that appears.
15.
16.
In the Formatting section, click on the down arrow at the font type and choose
Arial.
17.
Click on the down arrow at the font size and choose 18.
18.
Click on Bold.
19.
Click on the down arrow at the font colour and choose Black, Text 1 (top row
under Theme Colors).
20.
21.
Under Spacing, use the spinner arrows to set Before to 0 pt and After to 12 pt.
22.
Because you are using the Spacing options to control the space, Line spacing can be
set to normal single line spacing.
23.
10
24.
Move your cursor to Heading 2 in the Styles pane, click the down arrow and select
Modify.
25.
In the Formatting section, change the font type to Arial, the size to 16, click Bold
and set the colour to Black, Text 1.
26.
27.
28.
29.
30.
31.
Click Save.
Task 3.4
11
Creating a style
If you find you are repeatedly formatting text in the same way, you can save time by
creating a new style. For example, in a thesis you are likely to have quotations, which
should be formatted according to the University regulations, i.e. with single line spacing.
They are also normally indented from the margins.
There are two ways to create a style: one which applies the style directly to the text, and
another which simply displays the style in the Styles pane ready for use when you need
it. In this exercise, you will use the New Style button to apply the style directly.
You will use the Create New Style from
Formatting dialog box to set up the style.
Word uses the attributes of the text your
cursor is currently on as the basis for the
new style. You can add whatever
additional formatting you require.
Try this
1.
2.
3.
Use descriptive names for new styles so that you can identify them easily. Using upper
case also helps distinguish your own styles from Words built-in ones.
4.
5.
Normal is Words default paragraph style. If you base a new style on an existing style,
any changes you make to the existing style will be reflected in the new style. This is
known as cascading styles, and is a quick way of making global changes to your
formatting. For example, in this case, if you changed the font type for Normal to Verdana,
the QUOTATION style would change to Verdana as well, because it is based on Normal.
6.
12
This setting means that when you finish typing your quotation and press the [Return]
or [Enter] key, you will once again be typing in the Normal style.
7.
8.
9.
10.
11.
The new style has been applied directly to the paragraph, and now appears in the Styles
pane and in the Styles gallery.
Task 3.5
13
Later in this course you are going to modify your Heading styles to add numbering to
them. However, you might not want the headings in the front section (Preface,
Acknowledgements etc.) to be numbered as well. However, the font formatting should be
the same as the Heading 1 style. To achieve this, you can create a new style to use to
format the front section headings.
In this exercise, you will use another method to create a new style. This time, you will
use the Manage Styles option to create a style that is not applied directly to the text.
In the Manage Styles dialog box, make sure
the style you want to use as the basis is
selected.
Try this
1.
Click anywhere in the heading Spatial ability introduction and literature review
and make sure it has been formatted as Heading 1.
2.
Open the Styles pane if it is not already open, and click on Manage Styles
the bottom to display the Manage Styles dialog box.
3.
Click New Style to display the Create New Style from Formatting dialog box.
4.
5.
at
Since you are going to modify your Heading styles later to apply numbering, selecting
(no style) here will prevent the numbering being applied to your PREPAGES style as
well.
6.
Although Word uses the font formatting of the text, it does not bring through paragraph
settings, therefore they have to be set separately.
7.
14
8.
9.
10.
Click OK to finish.
The style now appears in the Styles pane, but has not been applied to the text.
11.
Navigate to the front of the document, and apply the PREPAGES style to the
paragraphs Preface, Acknowledgements and Abstract on pages 3, 4 and 5.
12.
Click Save.
15
Numbered
Multilevel
Multilevel list items can have numbers, bullets, or a mixture of both, and
have a hierarchy. This is also referred to as outline numbering.
To create a list, choose an option from the Paragraph group on the Home tab.
Although it is possible to create numbered headings using any of the layouts, the easiest
way is to use one that is already linked to the built-in Heading styles. These will include
the style name in the thumbnail, for example:
If the layout isnt exactly what you want, you can customise it later using the Define new
Multilevel List option.
For the numbering to take effect, simply apply the Heading styles to the text.
Removing numbering from headings:
If you have applied a multilevel list, there is no easy way to remove the numbering if you
change your mind, or have made a mess of the formatting.
3 Formatting your document
16
To remove numbering, open the Styles pane. Starting with Heading 1, click the down
arrow and select Modify. Click on Format, select Numbering and in the Numbering
Library select None. You will have to repeat this for every Heading style you have used.
Task 3.6
17
Once you have modified your Heading styles with the formatting you require font type,
size, etc. you can apply a numbering layout from the Multilevel List Library.
Word includes layouts that have already been set
up to link to the built-in Heading styles you will see
the style name in the thumbnail, as in the layout
selected here.
You can customise these layouts if the numbering
format is not exactly what you want.
Try this
1.
Navigate to page 6 and click in the heading Spatial ability introduction and
literature review.
2.
On the Home tab, in the Paragraph group, click on the down arrow at the
Multilevel List button
3.
In the List Library section, select the numbering option 1, 1.1, 1.1.1 linked to the
Heading styles, as indicated in the picture above.
4.
Scroll down the page noting how the numbering has been applied to your
headings.
5.
Scroll to page 7, and apply the Heading 3 style to the paragraph Which species
show sex differences in spatial ability?
6.
To number a heading, all you need to do is apply the Heading style the numbering is
applied automatically.
18
Task 3.7
To change the format of the numbering in a multilevel list, always use the Define new
Multilevel list dialog box. Never use any other option. For this exercise, you are going to
include the text Chapter in the number format for the top heading level, and remove the
numbering from Heading 4.
From this dialog box, you can modify the
number format, and set the indentation for
both number and text.
The Link level to style option tells Word
the style to use to format the text at each
level. For a list that is already linked to the
built-in heading styles, level 1 is linked to
Heading 1, level 2 to Heading 2 etc.
Try this
1.
Scroll to page 6 and click in the heading 1 Spatial ability introduction and
literature review.
2.
Click on the down arrow at the Multilevel List button and select Define New
Multilevel List to display the Define new Multilevel list dialog box.
Although you have selected Define New Multilevel List, Word is actually modifying the
list you are currently in, rather than creating a completely new list. Confusing? Yes!
3.
4.
Note that Heading 1 is displayed in Link level to style on the right. Each of the nine
levels of numbering is linked to its corresponding Heading style.
5.
6.
7.
Examine the settings for the Number format and Position again.
Position is where the indentation is set for both number and text. Never try to change
these settings from anywhere else but this dialog box.
8.
Now you are going to add the word Chapter to the number format for level 1.
9.
In the Enter formatting for number box, click in front of the number field
(highlighted in grey), type Chapter and press the space bar.
19
10.
11.
The second line is indented at the position set in the Define new Multilevel list dialog
box. You will now change this setting to line it up with the first line of the heading.
12.
Make sure your cursor is still in the heading Chapter 1 Spatial ability
introduction and literature review.
13.
Click on the down arrow at the Multilevel List button and select Define New
Multilevel List.
14.
15.
16.
Make sure you are still in the heading Chapter 1 Spatial ability introduction and
literature review.
To ensure that the numbering remains stable, and that changes are applied immediately,
always start with your cursor in a paragraph formatted as Heading 1, regardless of the
level you are modifying.
18.
Click on the down arrow at the Multilevel List button and select Define New
Multilevel List.
19.
20.
Click OK to finish.
22.
Note that the heading is still formatted as Heading 4, but is no longer numbered.
23.
20
Task 3.8
If you have applied the Heading styles, you can make use of the Navigation pane to
help you move around your document.
As well as jumping straight to a location, you can also
reorganise content quickly and easily by dragging
headings.
Try this
1.
Click on the View tab, and in the Show group, select Navigation Pane.
2.
In the pane, click on the heading Alternative explanations to jump to the location.
3.
5.
Click Save.
21
4. Adding content
Using tables
If you need to present information in rows and columns, a table is the obvious choice.
Even if you only need a few rows, tables are easier to use than tabs, and less likely to go
wrong.
Word includes options for creating basic tables you can format yourself, or you can
choose from a library of built-in styles.
You can apply a built-in style from the Table Styles gallery, and also add your own
shading and borders.
The selections you make in the Table Style Options group will determine how your table
looks, and what you see in the gallery. For example, if you deselect Banded Rows,
Word will not display styles with alternately shaded rows.
To change the structure of your table, use the Table Tools Layout tab.
There are tools to insert and delete rows and columns, merge and split cells and change
the alignment of text.
A useful option here is AutoFit in the Cell Size group. If you have a table you want to fit
neatly onto a page, select AutoFit to Window. The table is resized to fit between the
page margins.
Another option you may want to use is Repeat Header Rows in the Data group. This
forces the header row to repeat on each page if the table splits across pages, making it
easier for the reader to navigate your table.
4 Adding content
22
paste operation. If you edit the data in the source file (Excel), the destination file (Word)
is updated as well.
The disadvantage of linking is that if you move or rename the source file, the link will
break, generating an error message. If you are sending your Word file to another person,
you can break the link yourself, which will avoid error messages. Once the link is broken,
however, the data in the Word file will no longer update.
4 Adding content
Task 4.1
23
If you are still working on your Excel figures, you can create a link between the
worksheet and your Word document using the Paste Options. If you change the figures
in the worksheet, the document is updated as well.
There are two linking options:
Link & Keep Source
Formatting
Try this
1.
If you did not manage to complete the tasks in the previous section, open the file
thesis_2.docx from the Practice files folder, otherwise continue with the current
file.
2.
Click on Start and in Search programs and files, type Excel and press [Enter].
3.
Click on the File tab, and Open, then click Computer and Browse.
4.
In My Documents, navigate to the folder Thesis 2013 Practice files and open
the file chapter 1_data.xlsx.
Select from cell A1 to cell F10 and on the Home tab, click Copy.
6.
Use the Word icon on the taskbar at the bottom of the screen to return to the thesis
document.
7.
Hold down [Ctrl] and press [End] to move to the end of the document, and press
[Return] or [Enter] to create a new paragraph after the table.
Make sure you have at least one blank paragraph between tables before you paste,
otherwise Word will attempt to join them together.
8.
On the Home tab, click on the down arrow at Paste to display the Paste Options
gallery.
9.
Move your cursor over both link options to see how each will look then select Link
& Use Destination Styles.
The copied cells display as a simple Word table, but the contents are now fields rather
than text.
10.
Click anywhere in the table, then on the Table Tools Design tab.
11.
In the Table Styles group, click on the More button and under Grid Tables,
choose Grid Table 4 - Accent 1 (2nd column, 4th row).
4 Adding content
24
12.
Click on the Table Tools Layout tab, and in the Cell Size group, click on AutoFit
then select AutoFit Window.
The table expands to fit the page the page is the tables window.
14.
Click in the first row of the table and in the Data group, click on Repeat Header
Rows.
15.
Scroll to the next page to check that the header has repeated.
17.
Click in the cell A2, type 1.2 and press [Tab] to move away from the cell.
18.
Return to the Word document, and examine the cell A2 in the table. If the data has
not updated automatically, right-click in the table and select Update Link.
Note that the repeated header row has now disappeared. Unfortunately, Update Link
does remove some formatting options, so always check your table after updating it.
19.
Click in the first row of the table and on the Table Tools Layout tab, click on
Repeat Header Rows again.
Note: Only cells within the original copy range will be updated. If
you insert rows or columns in the Excel file, you will have to repeat
the copy and paste with the new range. However, if you do know how
many rows and columns you will eventually want, an alternative is to
hide the ones you dont want to appear in Word yet, then copy and
paste the range as a link. As you unhide rows and columns in Excel,
they will appear in Word when you update the link.
4 Adding content
Task 4.2
25
Breaking links
If you send a document containing linked objects to others, the links will break since the
file locations have changed. Recipients will receive an error message when the file is
opened, although they will still be able to read and edit the document. To avoid the error
message, you can break the links manually through the Links dialog box. This is
something you will want to do with your final version.
If there are several links, they
will be listed in the order they
appear in the document.
Try this
1.
2.
On the Info page, click on Edit Links to Files at the bottom right to display the
Links dialog box.
The Edit Links to Files option only appears if there are linked objects in the document.
If you cant see it, then you didnt use the link option to paste the cells.
3.
With the entry selected, click on Break Link and on Yes to confirm.
With the link broken, any changes you make to the Excel file will not be reflected in the
Word document, but you can send the document without recipients receiving error
messages.
4.
4 Adding content
26
Free photography.
You must include an
attribution.
https://www.flickr.com/creativecommons/
iStockphoto
Wide range of
photographs, audio
and video. There is a
small charge.
http://www.istockphoto.com/
JISC MediaHub
http://jiscmediahub.ac.uk/
IS image
databases
http://edin.ac/11ToMU3
If you are using an image other than one you have downloaded from a library or created
yourself, make sure you are aware of the copyright restrictions. If you see a picture you
like on a website, do not be tempted to use the browsers Save Target As or Save
Picture As options to make a copy since you are likely to be breaching copyright.
Editing images
Word includes a range of image editing tools on the Picture Tools Format tab.
You can adjust colours, apply styles and effects, and even remove backgrounds. Be
careful when applying special effects its easy to overdo it!
4 Adding content
Task 4.3
27
Positioning an image
You can position an image with or without text wrapped around it. An image that allows
text to wrap is referred to as floating; one that does not allow wrapped text is an inline
image. An inline image is treated as a character in a paragraph, and can only be dragged
into another paragraph. A floating image can be dragged anywhere on the page;
however, it will also anchor itself to the nearest paragraph and move with that paragraph.
You can control wrapping by clicking on the Layout Options button
to display the
most common settings. You can also use the Wrap Text option on the Picture Tools
Format tab.
When you insert an image, by default it appears as In Line with
Text. If you choose one of the other options, it becomes a
floating image. To help you with positioning a floating image,
Word displays an object anchor, and alignment guides appear as
you drag it.
Try this
1.
Navigate to page 7 and click in the empty line after the paragraph beginning
Mental rotation test.
2.
Click on the Insert tab, and in the Illustrations group, click on Pictures.
3.
4.
In the Documents library, navigate to the folder Thesis 2013 Practice files.
5.
6.
7.
The image is now floating and you should see the anchor icon
8.
4 Adding content
28
9.
This indicates the paragraph the image has anchored itself to. You should also see
alignment guides to help with positioning. Note: if you cant see the guides, click on the
Page Layout tab, click on Align and select Use Alignment Guides.
10.
Drag the image so that it is below the paragraph beginning Mental rotation test
the anchor should be in the margin.
11.
The image should return to its original position and is again inline.
12.
13.
Click on the Home tab, and in the Paragraph group, click on Center.
Because the image is part of the paragraph, you can use the paragraph settings to
position it.
14.
Click on Align Left in the Paragraph group move the image back to the margin
again.
Tip: Most problems with images are with positioning them they
do not always stay where you want them! Unless you have a very
good reason to wrap text around an image, the In Line with Text
setting makes it easier to control where your image is. If you need to
place images side-by-side, try using a table and inserting the images
into the cells.
4 Adding content
29
Creating captions
A caption is an explanation or description of an object in your document, such as a table,
diagram or image.
Rather than type in captions manually, use Words caption feature, which includes
automatic caption numbers. It will also allow you to build a table of figures easily, and
even create cross-references.
A caption is made up of two parts:
Label
This identifies the type of object. Word provides three default labels
table, figure and equation, but you can add labels of your own, such
as chart, image etc.
Number
4 Adding content
30
Task 4.4
Inserting captions
Captions should be inserted using Words Insert Caption function and not simply typed
in manually.
Choose your Label type from the drop-down
list. Positioning can be above or below the
object.
If you dont like Words default labels, you
can create your own using the New Label
option. For example, you could add the
labels Chart, Diagram or Fig.
Try this
1.
Make sure the image below the paragraph beginning Mental rotation test is
selected.
2.
Click on the References tab and in the Captions group, click on Insert Caption.
3.
Click on the down arrow at Label and select Figure if it is not already selected.
4.
5.
Although it is possible to change the position of the caption, it is better to retain Words
default setting since this activates the keep with next paragraph setting which prevents
the caption and the object separating across pages.
6.
Click on OK to finish.
7.
Click on the second image and repeat steps 2 to 6 to add the caption
: Embedded figures test
8.
Scroll down to page 8 and click anywhere in the table beginning Hypothesis.
9.
10.
11.
12.
Note that captions for tables appear in a different position to those for figures. Again,
unless you need to change it, leave this setting at the default.
4 Adding content
Click on OK to finish.
14.
Click in the table beginning Block 1 and repeat to add the caption
: Reference memory errors data table.
31
and
4 Adding content
32
Task 4.5
You can change the numbering format for captions, even after you have inserted them. If
you have numbered headings, you can add the chapter number to the caption number.
From the Caption Numbering dialog box,
select the Heading style the numbering is to be
taken from, and the separator you require.
Try this
1.
On page 9, select the caption for Table 2. To ensure you select the full caption,
move your mouse to the left of the caption until the cursor changes to , then click.
2.
3.
Click on Numbering, and in the Caption Numbering dialog box, click Include
chapter number.
4.
Ensure that Chapter starts with style is set to Heading 1 and click OK and OK
again to finish.
5.
6.
Repeat steps 2 to 4 to change the numbering for the Figure label to include the
chapter number.
All existing captions using the Table and Figure labels will be updated to include the
chapter number. If you insert captions with a different label type, you will need to modify
the numbering to include the chapter number in these as well.
7.
Click Save.
4 Adding content
33
Creating references
Words referencing tools include footnotes, endnotes and cross-references. You can also
insert bookmarks that can be used for navigating around your document.
Using footnotes
Footnotes are used to provide explanatory information you do not want to include in the
main body of the text. They consist of a reference mark in the body of the document, and
the corresponding text, usually at the bottom of the page.
University regulations recommend that footnotes are typed in single spacing at the
bottom of the page. Words Footnote Text style, used automatically when you create a
footnote, is already defined in this way.
Using endnotes
Endnotes are used to cite sources, and appear at the end of the document. Although
Word includes a function to insert endnotes, the University recommends that you use the
bibliographic application, EndNote.
Why use EndNote?
EndNote is a database application that allows you to create your own library of
references, and format citations with the Cite While You Write tool.
EndNote can import bibliographic records and other data from a variety of online services
and library databases. It can also act as an online search tool, directly searching online
bibliographic databases and retrieving the references into EndNote.
Creating cross-references
A cross-reference allows you to refer to related information elsewhere in the same
document. You can include elements such as a paragraph number, heading text or page
number, which Words cross-reference function will insert and update automatically.
Word inserts a cross-reference as a hyperlink, so that, if you are reading the document
on-screen, you can jump directly to the location.
4 Adding content
34
Task 4.6
You can insert footnotes directly by clicking Insert Footnote on the References tab, or,
if you want to change the formatting or position, you can use the Footnote and Endnote
dialog box.
From here, you can control where the footnote appears
and the format for the numbering. Check with your School
before changing the number format, since some may have
their own specifications.
Try this
1.
2.
Click on the References tab and in the Footnotes group, click on Insert
Footnote.
A footnote reference appears in the text, and your cursor jumps to the footnote area at
the bottom of the page.
3.
4.
Move up to the first paragraph after the heading 1.1 Introduction and overview,
and click after cognitive abilities at the end of the first sentence.
5.
6.
7.
Check that Footnotes is set to Bottom of page, and Number format is set to 1, 2,
3, and click Insert.
8.
In the body of the document, highlight the number for the footnote you have just
created and press [Delete].
4 Adding content
35
Scroll to the bottom of the page and check that the footnote has been removed.
Footnotes can only be completely removed by deleting the reference number in the
document, not by deleting the text in the footnote itself.
4 Adding content
36
Task 4.7
Creating cross-references
You can create a cross-reference to a range of item types, including numbered lists,
headings, bookmarks, footnotes, endnotes, equations, figures and tables, by using the
Cross-reference dialog box.
Note that reference type items must have
been created using one of Words
functions, such as styles, numbering or
captions, not simply have been formatted
manually or typed in.
Try this
1.
On page 6, locate the heading 1.1.1 What is spatial ability? and click after the
end of the paragraph that follows.
2.
Press the spacebar, type See then press the spacebar again.
3.
Click on the References tab and in the Captions group, click on Cross-reference
to display the Cross-reference dialog box.
4.
At Reference type, select Figure, and in For which caption, click on Figure 1-2:
Embedded figures test.
5.
6.
The figure label (Figure 1-2) appears in the text. This is a field, and will display
highlighted in grey when you click on it.
7.
In the text, click after the figure label field, press the spacebar and type on page,
then press the spacebar again.
8.
Make sure For which caption is still Figure 1-2: Embedded figures test.
9.
10.
11.
12.
Click Save.
4 Adding content
37
Continuous
The new section starts on the same page. Use this where
you want different formatting on a single page, such as
columns in one part and margin to margin text in another.
If you are working in Print Layout view, it is a good idea to be able to see your section
breaks, so that you do not delete them accidentally. On the Home tab, click on the
Show/Hide button
to display formatting marks. Section breaks appear as double
dotted lines, and indicate the type of break:
You can customise the status bar at the bottom of the screen to display the number of
the section you are working in so that you can keep track of where you are. You can also
display the page number as shown on the page itself (formatted page number), as well
as the physical page number.
38
Task 5.1
The first step is to split your document into sections so that you can change the headers
and footers at different points. You will find section breaks on the Page Layout tab.
The options are: Next Page, Continuous, Even
Page and Odd Page.
You will only ever use the even and odd page section
breaks when printing double-sided since they will
produce blank pages.
Try this
1.
If you did not manage to complete the tasks in the previous section, open the file
thesis_3.docx from the Practice files folder, otherwise continue with the current
file.
2.
Press [Ctrl] and [Home] to move to the beginning of the document if you are not
already there.
3.
Click on the Home tab, and in the Paragraph group, click the Show/Hide
button
5.
Click in the margin to the left of the page break to select the break and the
paragraph mark, and then press [Delete] to remove them.
6.
With your cursor at the beginning of the heading Preface, click on the Page
Layout tab and in the Page Setup group, click on Breaks.
7.
8.
Scroll to the end of the Abstract section on page 5, delete the page break and
insert an Odd Page section break.
The main body of the document will now start on an odd (right-facing) page.
39
9.
Right-click anywhere on the status bar at the bottom of the screen to display the
Customize Status Bar options.
10.
Click to the left of Section to select it, then click away to close the options box.
The section number appears on the far left of the status bar. You should now have three
sections in the document.
40
Task 5.2
When you create a new section it is linked to the previous section by default, and the
content and formatting of headers and footers is carried forward. If you are editing the
header or footer, you will see the label
on the right.
To change what appears in a sections header or
footer, you must separate it from the section before
by unlinking it. This is done by using the Link to
Previous option on the Header and Footer Tools
Design tab.
Try this
1.
If you are not already there, navigate to page 7, which is your first chapter and
section 3 of the document, and click anywhere on the page.
First, youll create the header for the main body of the document this will display the
title of the thesis.
2.
Click on the Insert tab and in the Header & Footer group, click on Header.
Although Word includes a gallery of Built-In headers, you will create your own from
scratch.
3.
Since you want the text you are going to enter to appear from this point forward only,
youll unlink this header from the header in the previous section.
4.
The Same as Previous label disappears indicating the headers are no longer linked.
5.
Press [Tab] twice to move your cursor to the right margin and type Sex
differences in spatial ability.
6.
Now, you are going to create the footer for the main body of the document.
7.
Headers and footers are linked and unlinked independently. Although you unlinked the
header, you still have to unlink the footer as well.
8.
With your cursor in the footer, type Chapter 1 Spatial ability introduction and
literature review at the left margin.
9.
41
The footer includes a centre tab and a right tab. The position of these is defined in the
built-in Footer style.
10.
In the Header & Footer group, click on Page Number, move your cursor to
Current Position and choose Plain Number.
42
Task 5.3
You can change the formatting of page numbers from section to section. In a thesis, the
convention is to have an introductory section with the page number displayed as roman
numerals, and a main body with the number displayed as Arabic. The numbering in the
main body should also start on page 1. To do this, you will use the Page Number
Format dialog box.
From here, you can change the number format, include a
chapter number if you have used numbered headings, and
force numbering to start at a specific number.
Try this
1.
2.
Click on Page Number and select Format Page Numbers to display the Page
Number Format dialog box.
3.
In the Page numbering section, click on Start at, check that the number is set to 1
and click OK.
Now youll set up the page numbering for the introductory section.
4.
In the Navigation group, click on Previous to move back a section. Make sure that
you are in section 2.
5.
6.
7.
Click on Page Number, move your cursor to Current Position and choose Plain
Number.
The page numbering format for this section should be Roman rather than Arabic
numerals, so you need to format it.
8.
Click on Page Number again and select Format Page Numbers to display the
Page Number Format dialog box.
9.
10.
In the Page numbering section, click on Start at, check that the number is set to i
and click OK.
11.
43
You still need to create a footer containing the name of the degree on the title page. For
this, you will format the first section so that it has a different first page.
44
Task 5.4
If you want a section with different formatting in the header and footer on the first page of
the section only, for example, the title page of a document, you can use the Different
First Page option on the Header & Footer Tools Design tab.
The Options group allows you to create different
headers and footers for the first page, and also for odd
and even pages if you wish.
Try this
1.
2.
3.
Click on Previous on the Header & Footer Tools Design tab to move back to
section 1. Check that the tab on the left says Footer Section 1.
4.
6.
Press [Tab] once and type Doctor of Philosophy The University of Edinburgh
2014.
7.
8.
Task 5.5
45
If you need to include a large table, picture or diagram, use section breaks to format part
of your document as landscape so that you can fit the content more easily.
If you have used the Current Position option to insert a page number at either the
centre or right tab in the footer, the number will not appear in the correct place on a
landscape page. This is because the position for the tab is determined by the Footer
style, and not by the page orientation.
You will have to re-align the number using the
Insert Alignment Tab command on the Header
& Footer Tools Design tab.
Try this
First, youll create a landscape section.
1.
2.
Click on the Page Layout tab and insert a Next Page section break.
3.
On the Page Layout tab, click the dialog box launcher in the Page Setup group.
4.
Click on the Margins tab if you are not already there, and click on Landscape.
5.
Because your document contains section breaks, the Apply to setting appears as This
section. All Page Setup options are automatically applied to the current section only.
This is why you dont need to unlink the section before changing the orientation.
6.
Click OK.
7.
Examine the header and footer. Note that the header text and page number are in
the wrong position, and the page number appears as 1.
Youll start by fixing the numbering. When you insert a new section break, it inherits the
settings from the section before it. In this case, you inserted a section break then
formatted the page number so that the main body of the document started at page 1,
therefore this new section also starts at 1.
8.
9.
10.
Click on Page Number in the Header & Footer group and select Format Page
Numbers.
11.
In the Page numbering section, select Continue from previous section and click
OK.
46
Next, youll change the position of the page number. It appears where it does because
the Footer style (used by default to format footers) includes specific settings for the
location of the centre and right tabs, and these do not change even if you choose a
different page orientation.
12.
13.
In the Position group, click on Insert Alignment Tab, select Right and click OK.
Click Go to Header.
15.
16.
Click in front of the thesis title, then click Insert Alignment Tab, select Right and
click OK.
17.
18.
With your cursor in the landscape page, click on the Page Layout tab and insert
another Next Page section break.
19.
Because the default is to apply a formatting change to the current section, you can
simply click on the orientation setting rather than having to open the Page Setup dialog
box.
You now have to remove the extra tabs from the header and footer in the new section.
20.
21.
22.
23.
Click Go to Footer.
24.
25.
Click after the text Chapter 1 Spatial ability introduction and literature review
and press [Delete] to remove the extra tab.
26.
Double-click in the document body to close the header and check the layout.
Task 5.6
47
If you have a document with differently formatted page numbers in each section, you
must supply both the page and section numbers of the range you want to print. In a
document that contains more than one page 1, Word does not know which page 1 to
print.
You can display the section and page numbers in the status bar at the bottom of the
screen:
Formatted page number refers to the page
number as displayed in the document footer;
Page number is the physical page.
Formatted page
number
Section
Page
number
Try this
1.
Right-click on the status bar and check the entries for Formatted Page Number,
Section, and Page Number. Click any that are not already selected.
2.
Click away from the Customize Status Bar menu to close it.
3.
Press [Ctrl] and [Home], scroll forward to Abstract and click in the heading.
4.
Note the formatted page number and the section number. You should be at page
iii in section 2.
5.
Page forward to the start of Chapter 1, click in the heading and note the formatted
page number and the section number. This should be page 1 in section 3.
6.
7.
Under Settings, click the down arrow at Print All Pages and select Print Custom
Range.
8.
In Pages, type in the range p3s2-p1s3 but do not print. Note the format of the
range: p is the formatted page number and s the section number.
Although the Formatted Page Number is displayed in the footer as iii, you must enter
the print range in Arabic numerals, otherwise Word will not recognise it as valid.
9.
48
Use your initial document as the basis for your other chapters.
Delete everything in the document (having saved it first!), then click on File and
select Save As and give it a name. Use this master document to create each
chapter, making sure you always use the Save As option to avoid overwriting your
master.
2.
49
into the new files. The easiest way to do this is to copy the text formatted with the
style (including the paragraph mark) and then delete it. The style itself will remain.
Inserting files
To bring your document together, you insert files; you do NOT copy and paste the text.
To insert a file, navigate to where the file is to be included, click on the Insert tab, click
on the down arrow at Object
If you want to create different headers or footers for each chapter, you will need to use
section breaks. To do this:
1.
Move to the end of the first file and insert a section break (Next Page or Odd
Page).
2.
3.
Unlink the header or footer, and edit as required. You may need to change the
page number format to Continue from previous section.
50
Task 6.1
Inserting files
To create your final document, you will insert one file into another from the Text group on
the Insert tab. Do NOT copy and paste the text.
Click on the down arrow at Object and select Text from File.
Try this
1.
If you did not manage to complete the tasks in the previous section, open the file
thesis_4.docx from the Practice files folder, otherwise continue with the current
file.
2.
3.
You can simply use Words default settings for the Heading styles. When you insert the
file, the inserted text will take on the formatting of the destination file.
4.
5.
Scroll to page 2 and apply Heading 2 to the paragraphs Radial arm maze
experiment and Results and analysis.
6.
7.
8.
Return to the thesis document and press [Ctrl] and [End] to move to the end of the
file.
9.
Click on the Page Layout tab and insert an Odd Page section break.
10.
Click on the Insert tab and in the Text group, click on the down arrow at Object
then select Text from File.
11.
Navigate to the file chapter2.docx, click to select it and then click Insert.
12.
The headings have taken on the formatting and the numbering you set up in the first file.
13.
14.
15.
16.
Check that the page numbering continues from the section before.
51
17.
18.
Press [Ctrl] and [End] to make sure you are at the end of the document.
19.
20.
Double-click on the footer to put it into edit mode and click Link to Previous in the
Navigation group.
21.
Change the text at the left margin to Chapter 3 Oestrous cycle stage.
22.
23.
Make sure you are at the end of the document and examine the caption for the
figure at the bottom of the page.
The caption numbering is incorrect the chapter number has not updated automatically.
24.
Hold down [Ctrl] and press [A] to select the entire document.
Although you can update fields individually, selecting the entire document ensures that
all fields will be updated.
25.
Press [F9].
52
Task 6.2
53
If you have used Words Heading styles, you can create a table of contents automatically
using the Table of Contents dialog box.
From here, you can select the
numbers of levels to show, the
page number position and the tab
leader.
Try this
1.
Press [Ctrl] and [Home] to move to the start of the document, then navigate to the
Contents page and create a blank line below the heading.
2.
Click on the References tab and in the Table of Contents group, click on Table of
Contents.
Since you are going to modify the table of content, you will use the Table of Contents
dialog box rather than a built-in layout.
3.
By default, Word builds a table of contents using the text formatted as Heading 1,
Heading 2 and Heading 3.
4.
Click on the up spinner arrow at Show levels to increase the number of levels to 4.
5.
54
Task 6.3
Word uses table of contents (TOC) styles to format each level of text in the contents. You
can change how your table of contents looks by modifying these styles through the Style
dialog box.
There are nine TOC styles one for each level. Choose
one and click Modify to access the Modify Style dialog
box.
Try this
1.
Click anywhere in the table of contents, click on Table of Contents and select
Custom Table of Contents again.
2.
Click on TOC 1 then click on Modify to display the Modify Style dialog box.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Task 6.4
55
By default, Word uses only the text formatted with the built-in styles Heading 1 to
Heading 9 to build a table of contents. However, you can include any other styles from
your document, including ones you have created yourself.
Word automatically assigns the TOC level
based on the heading level, i.e. Heading 1
is at level 1 in the table of contents,
Heading 2 at level 2, etc. You can assign a
different level by typing in the number, as
well as assigning a level to other styles
you want to use to create the contents.
Try this
1.
2.
Click on the Options button to display the Table of Contents Options dialog box.
3.
Note that the additional heading style you created PREPAGES is listed.
4.
Headings formatted with the PREPAGES style will appear at the same level as those
formatted as Heading 1.
5.
6.
The headings from the introductory section now appear in the table of contents.
56
Task 6.5
To create a table of figures, you must have inserted the captions using Words Insert
Caption function. A caption simply typed in manually will not appear.
You have to create a separate table for
each caption label you have used.
If you have modified the TOC styles in
the table of contents, you can modify the
Table of Figures style to match.
Try this
1.
Click after the table of contents, type Figures and tables and press [Return] or
[Enter].
2.
Click in the text Figures and tables, and apply the style CONTENTS, either from
the Styles gallery or the Styles pane.
3.
4.
Click on the References tab, and in the Captions group, select Insert Table of
Figures.
5.
6.
7.
Note: If you want to modify the style, click in the table and on
Insert Table of Figures, then click Modify.
Task 6.6
57
Ideally, you should not have to make any changes to your completed document once you
have inserted the chapters. However, if you do, you will have to update your table of
contents and table of figures. Note that the tables do NOT update dynamically when you
make a change to the documents content.
From the Update Table of Contents prompt, you
can update the page numbers only, or the entire
table. It is a good idea to always update the entire
table.
Try this
1.
In your table of contents, hold down [Ctrl] and, click anywhere on the entry for
Chapter 1.
A table of contents can also be useful for navigating around your document!
2.
Click at the beginning of the paragraph However, Linn and Petersons , create
a new line and type Spatial ability types.
3.
4.
Click at the beginning of the heading Spatial ability tests and insert a page break
([Ctrl] and [Enter]).
5.
Press [Ctrl] and [Home] and page down to your Contents page.
6.
Click in the table of contents and on the References tab, click on Update Table to
display the Update Table of Contents dialog box.
As a shortcut, you can also click in the table and press [F9].
7.
The new heading appears, and the page numbers have been updated. Note that this
only updates the table you are in, not the table of figures. To make sure all the tables are
accurate, you should update everything.
8.
9.
The dialog box will display for each table in the document.
10.
11.
Click on File, select Save As and save the document as My complete thesis.
12.
Relax!
58